Divorce Literacy Podcast

SpotLight: Katie Marsden, CDFA®, CFP® and The Money Component in Divorce

May 24, 2023 Divorce Lending Association
Divorce Literacy Podcast
SpotLight: Katie Marsden, CDFA®, CFP® and The Money Component in Divorce
Show Notes

Interview of Katie Marsden CDFA and CFP with Emile Flowers, CDFA.

The money component and decision making changes in divorce. Get organized on the front end and build out a strong team.

Katie knows that what she does is so much more than just crunching the numbers. It is about building relationships with people to help them build short-and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.

As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals. Seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.

Katie has a passion for helping people make smart, informed decisions around their money. She finds she can make the biggest impact helping those going through a life transition. From the loss of loved one to the birth of a new one, starting a new business to planning for retirement, to newlyweds planning their future to those in the process of divorce. When life happens, there are many financial decisions that require our attention. Katie take pride in assisting her clients in navigating the future.

As a Certified Divorce Financial Analyst (CDFA®), she helps clients navigate the financial challenges and decisions divorce can bring. Divorce can be overwhelming and having someone to guide you in making sound financial decisions today, can have a big impact on your future financial well-being.


Visit www.divorcemortgagecourse.com for more information and to take back control.

At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlment, the mortgage, and real property.

Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.

Are you going through a divorce and need informatin on refinancing your mrotgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.

Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.